A fractional CFO is a partner that provides financial insights and expertise on a part time basis. Your business may be at the point where you can’t afford in-house financial services, but you also can no longer fly by the seat of your pants when it comes to your finances. A fractional CFO is not only a bookkeeper. A good bookkeeper tells you what’s happened in the past in your business. A fractional CFO provides you with strategic financial advice to help you be confident about decisions you’re making now and in the future. We are your partner in creating a financially healthy, stable, and sustainable business.

Do you ever feel like there is a list of 10+ things you “should be” doing in your business? A fractional COO is your literal extra set of hands. A fractional COO can help you evaluate your business process and begin to implement automation and a tech stack to help you start working on your business, rather than in your business. We also provide go-to-market sales and marketing support, organizational design and hiring, KPI setting and business success measurement.

Looking backwards is easy, but many small businesses don’t have the ability to forecast what the future looks like. How much revenue can I expect this year and how do I achieve that? How much of a distribution can I take and when? When can I hire more team members or invest in a new project? These are all important questions that business owners ask themselves on a daily basis. We help answer them.

Risk management and scenario planning. Business owners have a long list of things due yesterday and don’t often consider future events that may impact the health of their business. CFOs manage future risk by planning for various outcomes that help companies understand sensitivities and create mitigation plans before it’s too late.

Generally focus on 1-50 employees with $500k - $20M revenue. Nationwide coverage via virtual/remote communication, though we always appreciate working with local companies based in Massachusetts. Industry agnostic

Yes! Consolidating financial processes under one umbrella can create more efficiency and agility. By managing transactions, we close your books sooner, leading to faster reporting and quicker answers. If you have a bookkeeper you like, keep them! We’ll use existing financials (and partner with your bookkeeper, if needed) to provide high-level CFO services.

Our goal is to adapt and evolve with clients. As your business grows in size and complexity, you likely need more CFO touchpoints, strategic guidance, and reporting. We offer upgraded packages to support you throughout your growth journey. And if you’re ready for a full-time CFO, we’ll let you know. We’ll even help you recruit for it.

Each client works with a primary CFO/COO that is the lead contact and manages the client relationship. This person runs client meetings, has a deep understanding of the financials and business performance, and provides strategic guidance based on their knowledge and experience. A secondary CFO/COO is engaged on each project as support and may take on certain deliverables based on expertise. This person also serves as a backstop in the event the lead has a conflict.

Yes! We want to talk to our clients. Whether it’s a short question or you want to brainstorm ideas, we’re here for you. We’re flexible in communicating via email, phone or Slack.Item description